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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,658 | $48,011+297.1% | $63,803+198.8% | $82,637+130.7% |
| Participation rate | 17.9% | 66.6%-48.7pp | 72.7%-54.8pp | 68.1%-50.2pp |
| Annual return | 16.72% | 19.84%-3.1pp | 543.72%-527.0pp | 53.51%-36.8pp |
| Employer contribution / active EE | $251 | $1,904-86.8% | $2,532-90.1% | $2,552-90.2% |
| Participant deferral / active EE | $1,389 | $2,846-51.2% | $3,843-63.9% | $4,126-66.3% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |